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Vanguard Small-Cap Value ETF

1,547 hedge funds and large institutions have $16.7B invested in Vanguard Small-Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 134 funds opening new positions, 510 increasing their positions, 615 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

0.66% less ownership

Funds ownership: 57.34%56.68% (-0.66%)

7% less funds holding in top 10

Funds holding in top 10: 10497 (-7)

17% less repeat investments, than reductions

Existing positions increased: 510 | Existing positions reduced: 615

Holders
1,547
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
97
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$10.5M
Puts
$605K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SVWG
1251
Shared Vision Wealth Group
United States
$247K
PPC
1252
Park Place Capital
Alabama
$244K
WFA
1253
Wells Financial Advisors
Massachusetts
$244K
LCM
1254
Liberty Capital Management
Michigan
$244K
RFP
1255
RCS Financial Planning
Maryland
$243K
HB
1256
Horizon Bancorp
Indiana
$242K
SAM
1257
Summit Asset Management
Tennessee
$242K
TFM
1258
TFC Financial Management
Massachusetts
$241K
KIM
1259
Kestra Investment Management
Texas
$240K
CCIA
1260
Cherry Creek Investment Advisors
Colorado
$238K
HCA
1261
Harbour Capital Advisors
Virginia
$238K
FAIM
1262
Financial Advocates Investment Management
Washington
$238K
BFG
1263
Berger Financial Group
Minnesota
$237K
ACM
1264
Advisors Capital Management
New Jersey
$236K
LRPA
1265
L. Roy Papp & Associates
Arizona
$236K
VBWMG
1266
Von Berge Wealth Management Group
California
$234K
IDA
1267
Intelligence Driven Advisers
California
$232K
DWM
1268
Defined Wealth Management
Oregon
$232K
SWM
1269
SilverOak Wealth Management
Minnesota
$230K
BWP
1270
Balboa Wealth Partners
Arizona
$229K
SL
1271
Salomon & Ludwin
Virginia
$229K
SFS
1272
Strategic Financial Services
New York
$227K
EFG
1273
Ehrlich Financial Group
California
$227K
ALWM
1274
Andrews Lucia Wealth Management
California
$226K
MAS
1275
Meeder Advisory Services
Ohio
$226K